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Rahul Chopra

Research Analyst at Berenberg

Rahul Chopra is an analyst at Berenberg Bank, specializing in technology and software sectors with a focus on cybersecurity and enterprise software companies. He covers specific firms including CrowdStrike Holdings (CRWD), Rubrik (RBRK), and Darktrace Plc (DARK), achieving a strong performance track record with a 71% success rate across 49 ratings and an average return of +15.50% per rating on TipRanks, highlighted by a +96.20% return on his Buy recommendation for Darktrace. Chopra has demonstrated consistent success since at least 2021, with recent upgrades and initiations on high-growth stocks like Rubrik in November 2025, though detailed prior firm history and professional credentials such as licenses are not publicly detailed in available sources.

Rahul Chopra's questions to QUALYS (QLYS) leadership

Question · Q4 2025

Rahul Chopra questioned whether the core market for vulnerability management and exposure management is shrinking, referencing changes in market size estimates from 2023 to 2026/2029. He also sought Qualys's perspective on the competitive landscape, particularly the dynamics introduced by ServiceNow's acquisition of Armis.

Answer

Sumedh Thakar, President and CEO of Qualys, acknowledged the evolution of vulnerability management beyond traditional scanning, emphasizing Qualys's focus on solutions like Patch Management, Cybersecurity Asset Management, and ETM with agentic AI. He stated that customers need solutions that fix issues, not just generate noise. Regarding ServiceNow's acquisition of Armis, Mr. Thakar highlighted Qualys's differentiation through autonomous workflows and agentic AI for quick, accurate remediation, contrasting it with solutions that primarily provide asset inventory or theoretical scores without fixing capabilities.

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Question · Q4 2025

Rahul Chopra questioned the apparent shrinking of the core market estimates for vulnerability management and exposure management, and sought Qualys's perspective on the competitive landscape, particularly regarding ServiceNow's acquisition of Armis.

Answer

Sumedh Thakar (President and CEO, Qualys) acknowledged the evolution of vulnerability management from traditional scanning to a focus on solutions that fix issues, citing Qualys's innovations in Patch Management, Cybersecurity Asset Management, and ETM with agentic AI. He differentiated Qualys from solutions like ServiceNow/Armis by emphasizing autonomous workflows and rapid remediation, which he believes are critical given the speed of modern attacks, rather than just generating more vulnerability findings.

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